DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DES)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
372
Reporting holders
$1.2B
Reported value
0.0%
Calls
0.0%
Puts
+18
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $115.0M | 2,828,155 | 0.01% | 35q | +2.3%+$2.6M |
| BANK OF AMERICA CORP /DE/ | $99.4M | 2,443,644 | 0.01% | 31q | -0.6%-$576.8K |
| LPL Financial LLC | $56.9M | 1,397,957 | 0.01% | 31q | -1.9%-$1.1M |
| UBS Group AG | $54.7M | 1,343,918 | 0.01% | 31q | -3.1%-$1.8M |
| Creative Planning | $54.5M | 1,339,636 | 0.03% | 31q | -0.6%-$311.4K |
| M&T Bank Corp | $42.5M | 1,045,207 | 0.12% | 26q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $35.4M | 870,701 | 0.04% | 29q | +2.4%+$829.1K |
| JONES FINANCIAL COMPANIES LLLP | $34.9M | 854,626 | 0.01% | 22q | +12.1%+$3.8M |
| WELLS FARGO & COMPANY/MN | $33.5M | 822,698 | 0.01% | 31q | +1.4%+$456.1K |
| RAYMOND JAMES FINANCIAL INC | $30.4M | 748,428 | 0.01% | 7q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $30.2M | 741,283 | 0.10% | 31q | +3.3%+$960.8K |
| HUNTINGTON NATIONAL BANK | $29.0M | 712,899 | 0.14% | 31q | +2.0%+$554.9K |
| ROYAL BANK OF CANADA | $27.9M | 686,604 | 0.00% | 31q | +0.7%+$204.5K |
| AMERIPRISE FINANCIAL INC | $17.1M | 419,458 | 0.00% | 31q | HELD |
| Valmark Advisers, Inc. | $13.6M | 334,790 | 0.14% | 31q | -4.0%-$569.8K |
| Cetera Investment Advisers | $13.3M | 327,587 | 0.01% | 23q | +2.2%+$286.8K |
| Destination Wealth Management | $13.2M | 324,017 | 0.31% | 31q | -1.6%-$212.7K |
| Allen Investment Management, LLC | $11.9M | 293,475 | 0.14% | 3q | HELD |
| ASSETMARK, INC | $11.7M | 286,502 | 0.02% | 31q | +31.6%+$2.8M |
| Bank of New York Mellon Corp | $11.4M | 281,370 | 0.00% | 11q | +11.9%+$1.2M |
| Kestra Advisory Services, LLC | $10.9M | 268,651 | 0.04% | 24q | -2.0%-$218.0K |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 249,762 | 0.00% | 31q | +4.4%+$429.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 234,957 | 0.01% | 31q | -2.2%-$217.2K |
| Curi Capital, LLC | $9.1M | 224,123 | 0.14% | 31q | +0.9%+$79.6K |
| BIP Wealth, LLC | $8.6M | 212,265 | 0.25% | 14q | -0.7%-$61.2K |
| Del-Sette Capital Management, LLC | $8.6M | 210,229 | 4.99% | 19q | -0.9%-$81.5K |
| HC Advisors, LLC | $8.4M | 206,337 | 5.10% | 25q | HELD |
| OSAIC HOLDINGS, INC. | $8.2M | 202,258 | 0.01% | 26q | +14.4%+$1.0M |
| One Wealth Map LLC | $7.7M | 189,509 | 3.51% | 14q | +3.2%+$240.3K |
| Melone Private Wealth, LLC | $7.1M | 173,362 | 2.69% | 19q | +0.7%+$48.6K |
| JPMORGAN CHASE & CO | $6.8M | 168,384 | 0.00% | 31q | -4.2%-$298.0K |
| Lee, Kelleher & Klein Wealth Management | $6.6M | 162,148 | 3.45% | 7q | HELD |
| Cascade Financial Partners, LLC | $6.4M | 157,674 | 0.56% | 10q | -1.3%-$87.3K |
| TWO SIGMA INVESTMENTS, LP | $6.3M | 156,000 | 0.00% | 2q | +19.7%+$1.0M |
| Key Financial Inc | $6.3M | 155,418 | 1.04% | 27q | -2.1%-$133.6K |
| STIFEL FINANCIAL CORP | $6.1M | 150,823 | 0.01% | 31q | +2.8%+$166.6K |
| Baird Financial Group, Inc. | $6.1M | 149,198 | 0.01% | 31q | HELD |
| Stonebridge Wealth Management, LLC | $6.0M | 146,670 | 5.34% | 5q | +4.3%+$246.2K |
| Prosperity Consulting Group, LLC | $5.7M | 140,984 | 0.22% | 10q | -7.7%-$481.4K |
| Rockefeller Capital Management L.P. | $5.7M | 139,847 | 0.01% | 26q | -3.8%-$223.2K |
| CROBAN | $5.3M | 129,615 | 2.32% | 8q | +2.1%+$107.4K |
| Janney Montgomery Scott LLC | $5.2M | 128,971 | 0.01% | 4q | +3.3%+$168.1K |
| Parcion Private Wealth LLC | $5.2M | 128,500 | 0.29% | 25q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $5.2M | 128,207 | 0.08% | 31q | -3.0%-$159.9K |
| Three Bearings Fiduciary Advisors, Inc. | $5.1M | 124,232 | 4.53% | 3q | -3.4%-$177.8K |
| Frazier Financial Advisors, LLC | $5.0M | 121,735 | 2.50% | 11q | +2.5%+$123.0K |
| Cambridge Investment Research Advisors, Inc. | $4.6M | 112,302 | 0.01% | 31q | +108.2%+$2.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 113,225 | 0.01% | 12q | -1.1%-$52.8K |
| AdvisorNet Financial, Inc | $4.2M | 103,830 | 0.19% | 31q | +8.6%+$333.8K |
| Wealthcare Advisory Partners LLC | $4.1M | 100,523 | 0.08% | 31q | HELD |
| Evanson Financial, LLC | $3.7M | 91,178 | 0.18% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $3.5M | 86,110 | 0.02% | 31q | -6.8%-$254.3K |
| Waverly Advisors, LLC | $3.5M | 86,095 | 0.02% | 10q | -3.6%-$130.0K |
| Focus Partners Wealth | $3.5M | 85,644 | 0.00% | 10q | +6.4%+$210.7K |
| Thrivent Financial for Lutherans | $3.2M | 78,490 | 0.01% | 3q | -1.6%-$50.3K |
| VAUGHAN & Co SECURITIES, INC. | $3.2M | 78,361 | 1.49% | 27q | HELD |
| Farmers National Bank | $3.1M | 75,796 | 0.64% | 22q | -3.6%-$115.2K |
| Dickmeyer Boyce Financial Management, Inc. | $3.1M | 75,255 | 1.59% | 2q | +1.7%+$50.4K |
| HighTower Advisors, LLC | $3.0M | 73,900 | 0.00% | 22q | -5.3%-$169.2K |
| TRUIST FINANCIAL CORP | $3.0M | 73,407 | 0.00% | 27q | -3.0%-$91.1K |
| Total Clarity Wealth Management, Inc. | $2.9M | 71,231 | 0.56% | 3q | HELD |
| Cerity Partners LLC | $2.9M | 70,986 | 0.00% | 17q | +0.5%+$15.2K |
| Corient Private Wealth LP | $2.9M | 70,809 | 0.00% | 15q | +1.0%+$27.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.9M | 70,780 | 0.05% | 31q | -12.4%-$408.0K |
| Merit Financial Group, LLC | $2.9M | 70,085 | 0.02% | 3q | -9.7%-$307.1K |
| STOCK YARDS BANK & TRUST CO | $2.8M | 68,545 | 0.08% | 17q | -1.0%-$27.1K |
| Marathon Strategic Advisors, LLC | $2.7M | 66,967 | 1.54% | 11q | -1.9%-$53.7K |
| Capital Analysts, LLC | $2.7M | 65,910 | 0.06% | 31q | HELD |
| CITADEL ADVISORS LLC | $2.5M | 61,398 | 0.00% | 5q | +85.8%+$1.2M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $2.4M | 59,927 | 0.49% | 7q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 59,026 | 0.00% | 31q | +4.1%+$94.0K |
| Aspen Investment Management Inc | $2.4M | 58,678 | 0.64% | 31q | +1.6%+$36.7K |
| GOLDMAN SACHS GROUP INC | $2.4M | 58,393 | 0.00% | 6q | -1.1%-$25.9K |
| CAHILL FINANCIAL ADVISORS INC | $2.4M | 57,791 | 0.23% | 20q | HELD |
| BEACON FINANCIAL GROUP | $2.3M | 57,354 | 0.21% | 31q | -10.7%-$279.9K |
| MML INVESTORS SERVICES, LLC | $2.3M | 56,955 | 0.00% | 31q | +21.2%+$405.0K |
| Glen Eagle Advisors, LLC | $2.3M | 55,734 | 0.29% | 39q | -1.4%-$32.5K |
| Modera Wealth Management, LLC | $2.3M | 55,611 | 0.02% | 13q | -0.5%-$11.8K |
| Midwest Trust Co | $2.2M | 55,283 | 0.03% | 5q | -1.7%-$39.8K |
| FINANCIAL ADVISORY PARTNERS, LLC | $2.2M | 54,670 | 0.58% | 19q | +2.8%+$60.1K |
| FFG RETIREMENT ADVISORS LLC | $2.2M | 52,981 | 1.14% | 15q | +1.6%+$33.5K |
| &PARTNERS | $2.2M | 52,867 | 0.01% | 8q | -16.8%-$434.6K |
| TopTier Wealth Management, LLC | $2.1M | 52,099 | 1.28% | 3q | -11.8%-$283.1K |
| 180 WEALTH ADVISORS, LLC | $2.1M | 51,844 | 0.21% | 24q | -9.2%-$213.0K |
| Salomon & Ludwin, LLC | $2.1M | 50,460 | 0.17% | 31q | -3.7%-$78.9K |
| JNBA Financial Advisors | $2.0M | 49,918 | 0.15% | 31q | -1.5%-$31.9K |
| Powers Advisory Group, LLC | $2.0M | 48,890 | 0.62% | 19q | HELD |
| Ascent Group, LLC | $2.0M | 48,715 | 0.06% | 19q | -2.3%-$47.3K |
| Farther Finance Advisors, LLC | $2.0M | 48,384 | 0.02% | 11q | +96.4%+$966.2K |
| Investment Research Partners LLC | $2.0M | 47,948 | 0.66% | 4q | -5.8%-$120.7K |
| Advisory Services Network, LLC | $1.9M | 46,138 | 0.02% | 24q | +48.3%+$610.9K |
| Arkadios Wealth Advisors | $1.8M | 44,821 | 0.03% | 4q | +3.7%+$64.7K |
| WESBANCO BANK INC | $1.7M | 42,857 | 0.04% | 30q | +5.0%+$82.9K |
| INVESTED ADVISORS | $1.7M | 42,836 | 1.54% | 4q | +3.7%+$62.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 40,797 | 0.01% | 23q | +26.1%+$343.5K |
| Old North State Wealth Management, LLC | $1.7M | 40,663 | 0.71% | 19q | -1.6%-$26.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 40,395 | 0.00% | 6q | +38.4%+$455.8K |
| F&V Capital Management, LLC | $1.6M | 40,105 | 0.30% | 22q | HELD |
| Platform Technology Partners | $1.6M | 39,781 | 0.26% | 24q | HELD |
| Wealthcare Capital Partners, LLC | $1.5M | 37,815 | 0.64% | 7q | +3.3%+$49.4K |
Showing the largest 100 of 372 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 141 | $155.1M | 4,089,722 | 7 | 39 | 39 | 0.0% |
| Q2 2026 | 372 | $1.2B | 28,782,750 | 30 | 103 | 112 | 0.0% |
| Q1 2026 | 354 | $1.0B | 28,409,609 | 28 | 89 | 116 | 0.0% |
| Q4 2025 | 342 | $941.3M | 28,078,082 | 24 | 87 | 114 | 0.0% |
| Q3 2025 | 327 | $960.9M | 28,507,383 | 25 | 89 | 115 | 0.0% |
| Q2 2025 | 325 | $932.8M | 29,357,721 | 21 | 102 | 115 | 0.0% |
| Q1 2025 | 327 | $894.9M | 28,018,860 | 23 | 99 | 98 | 0.0% |
| Q4 2024 | 335 | $1.0B | 29,448,887 | 15 | 89 | 100 | 0.0% |
| Q3 2024 | 323 | $978.4M | 28,375,383 | 17 | 90 | 110 | 0.0% |
| Q2 2024 | 327 | $884.3M | 28,380,084 | 21 | 81 | 131 | 0.0% |
| Q1 2024 | 323 | $1.1B | 33,850,282 | 33 | 85 | 109 | 0.1% |
| Q4 2023 | 315 | $1.0B | 31,127,619 | 19 | 95 | 104 | 0.0% |
| Q3 2023 | 295 | $805.7M | 28,561,512 | 16 | 78 | 108 | 0.1% |
| Q2 2023 | 297 | $841.8M | 29,164,043 | 17 | 89 | 102 | 0.2% |
| Q1 2023 | 296 | $854.1M | 29,895,941 | 25 | 86 | 92 | 0.0% |
| Q4 2022 | 296 | $830.9M | 29,182,682 | 22 | 96 | 86 | 0.1% |
| Q3 2022 | 279 | $13.0B | 506,240,759 | 26 | 91 | 86 | 0.0% |
| Q2 2022 | 293 | $14.0B | 494,881,784 | 22 | 96 | 84 | 0.0% |
| Q1 2022 | 292 | $15.2B | 476,946,566 | 21 | 96 | 89 | 0.0% |
| Q4 2021 | 296 | $15.1B | 459,656,966 | 26 | 90 | 71 | 0.0% |
| Q3 2021 | 275 | $10.0B | 323,268,801 | 21 | 75 | 92 | 0.0% |
| Q2 2021 | 271 | $10.2B | 318,407,800 | 22 | 75 | 88 | 0.0% |
| Q1 2021 | 274 | $10.5B | 338,108,789 | 33 | 68 | 107 | 0.0% |
| Q4 2020 | 266 | $8.2B | 306,475,409 | 32 | 67 | 100 | 0.0% |
| Q3 2020 | 240 | $6.0B | 283,799,757 | 14 | 54 | 105 | 0.0% |
| Q2 2020 | 242 | $3.6B | 168,132,999 | 17 | 63 | 118 | 0.0% |
| Q1 2020 | 260 | $12.4B | 689,196,274 | 25 | 67 | 116 | 0.0% |
| Q4 2019 | 293 | $20.6B | 717,774,511 | 28 | 91 | 81 | 0.0% |
| Q3 2019 | 246 | $3.7B | 133,638,980 | 17 | 76 | 86 | 0.0% |
| Q2 2019 | 247 | $4.2B | 153,541,609 | 20 | 88 | 73 | 0.1% |
| Q1 2019 | 252 | $4.0B | 144,223,031 | 26 | 89 | 60 | 0.0% |
| Q4 2018 | 244 | $2.8B | 114,184,891 | 2 | 6 | 6 | 0.0% |